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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
826
Proficio Capital Partners
Massachusetts
$547K +$4.36K +23 +0.8%
SG
827
Strid Group
Pennsylvania
$544K +$1.71K +9 +0.3%
LWAM
828
Legacy Wealth Asset Management
Minnesota
$542K -$758 -4 -0.1%
KA
829
Kearns & Associates
California
$542K
FIA
830
Foundations Investment Advisors
Arizona
$541K +$40.9K +211 +8%
SIM
831
Sentry Investment Management
Wisconsin
$538K -$5.88K -31 -1%
EHWM
832
Eads & Heald Wealth Management
Georgia
$536K -$569 -3 -0.1%
ATPW
833
Ashton Thomas Private Wealth
Arizona
$535K +$78.8K +416 +17%
SWM
834
Sterling Wealth Management
Illinois
$533K +$533K +2,813 New
FFA
835
Florida Financial Advisors
Florida
$533K +$533K +2,812 New
RCM
836
Requisite Capital Management
Texas
$532K
IWM
837
IHT Wealth Management
Illinois
$532K +$40.2K +212 +8%
MA
838
Montag & Associates
Georgia
$531K -$24.1K -127 -4%
CFGS
839
Concourse Financial Group Securities
Alabama
$528K +$439K +2,316 +490%
XSC
840
X-Square Capital
Puerto Rico
$528K
MWM
841
Meritas Wealth Management
California
$525K +$66.3K +350 +14%
TC
842
TownSquare Capital
Utah
$520K +$19.1K +101 +4%
SWIG
843
Strategic Wealth Investment Group
Kentucky
$520K +$520K +2,742 New
PIM
844
Penobscot Investment Management
Massachusetts
$518K -$33.7K -178 -6%
CQS
845
Credential Qtrade Securities
$514K +$493K +2,600 +2,301%
SL
846
Sonnipe Ltd
Isle Of Man
$513K -$325K -1,713 -39%
FF
847
Fluent Financial
Texas
$508K +$46.8K +247 +10%
GCM
848
Gladius Capital Management
Illinois
$506K -$45.5K -240 -8%
JHP
849
James Hambro & Partners
United Kingdom
$501K
RW
850
REDW Wealth
New Mexico
$500K +$7.01K +37 +1%